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Osbert Tang, CFA
HK/China Equity Long-Short
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China
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26 March 2019
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 08:00
Chinese Airlines: Diverging Performance
Chinese airlines show signs of improvement in 1H24, but 2Q24 results vary: Air China leads with reduced losses, while China Southern slips back...
Osbert Tang, CFA
99 Views
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bullish
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China Gas Holdings
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25 Jun 2024 07:30
China Gas Holdings (384 HK): Still Warrants a Look
Adjusted FY24 profit shows slight decline, but FY25 guidance looks positive with expected increases in dollar margin and gas volume. Assuming same...
Osbert Tang, CFA
209 Views
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bullish
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Cathay Pacific Airways
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24 Jun 2024 07:30
Cathay Pacific (293 HK): Multiple Positive Developments
As more countries gain visa-free access to China, CX will benefit from increased transfer traffic. CX's recovery is on track with passenger...
Osbert Tang, CFA
239 Views
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bullish
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Sa Sa International Hldgs
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21 Jun 2024 07:30
Sa Sa Intl (178 HK): Every Coin Has Two Sides
Sa Sa's FY24 result is behind market expectations, but the resumption of dividends at a 70% payout ratio is encouraging. Despite a drop in 1Q25...
Osbert Tang, CFA
523 Views
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bullish
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COFCO Joycome Foods
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19 Jun 2024 07:30
COFCO Joycome (1610 HK): Brewing a Hog Cycle Upturn?
Cofco Joycome is well-positioned for China's hog cycle upturn, potential supply disruption from anti-dumping investigation into EU pork. Peers...
Osbert Tang, CFA
163 Views
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